SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $88,907 | -4.7% | 2,618 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $93,332 | +2.4% | 2,618 | 0.0% | 0.03% | +8.3% |
Q1 2023 | $91,106 | +8.0% | 2,618 | 0.0% | 0.02% | -4.0% |
Q4 2022 | $84,326 | +14.0% | 2,618 | 0.0% | 0.02% | +8.7% |
Q3 2022 | $74,000 | +393.3% | 2,618 | +450.0% | 0.02% | +360.0% |
Q2 2022 | $15,000 | -11.8% | 476 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $17,000 | -10.5% | 476 | 0.0% | 0.01% | -16.7% |
Q4 2021 | $19,000 | +5.6% | 476 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $18,000 | -5.3% | 476 | 0.0% | 0.01% | -14.3% |
Q2 2021 | $19,000 | +5.6% | 476 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $18,000 | +5.9% | 476 | 0.0% | 0.01% | -12.5% |
Q4 2020 | $17,000 | +13.3% | 476 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $15,000 | +7.1% | 476 | 0.0% | 0.01% | -11.1% |
Q2 2020 | $14,000 | +16.7% | 476 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $12,000 | -25.0% | 476 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $16,000 | +6.7% | 476 | 0.0% | 0.01% | +12.5% |
Q3 2019 | $15,000 | 0.0% | 476 | 0.0% | 0.01% | -11.1% |
Q2 2019 | $15,000 | 0.0% | 476 | 0.0% | 0.01% | -30.8% |
Q1 2019 | $15,000 | +36.4% | 476 | +26.6% | 0.01% | +8.3% |
Q4 2018 | $11,000 | – | 376 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TimeScale Financial, Inc. | 2,483,581 | $64,175,000 | 19.97% |
Wealthfront Advisers LLC | 62,593,885 | $1,617,426,000 | 14.69% |
Matrix Trust Co | 2,043,996 | $52,817,000 | 14.27% |
SVB Investment Services Inc. | 564,159 | $14,578,000 | 12.64% |
Evergreen Advisors, LLC | 837,704 | $21,646,000 | 12.14% |
Personal Capital Advisors Corp | 47,086,281 | $1,224,149,000 | 12.07% |
Pacific Edge Advisors, LLC | 647,195 | $16,724,000 | 11.94% |
Your Advocates Ltd., LLP | 518,042 | $13,386,000 | 11.56% |
Harborview Advisors, LLC | 442,145 | $11,425,000 | 11.38% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 778,989 | $20,129,000 | 10.94% |